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Semiconductors

AXT Stock Leaps on Q1 Optimism, Export-Permit Progress and AI Materials Push

Investors await the April 30 earnings report to see if momentum holds.

Goldman Backs Microsoft as Shares Slide on AI Spending Fears

Broadcom Locks Long-Term AI Chip Deals With Google and Anthropic

TSMC Faces AI-Fueled Capacity Strain as Wall Street Lifts Targets Ahead of April 16 Earnings

Micron Slides as Google’s TurboQuant Rattles AI-Memory Trade

Tower Semiconductor Rallies on 400–420 Gbps Silicon Photonics Demo With Coherent

TSMC Tightens Foundry Grip as 2nm Enters Mass Production and AI Orders Power 2025 Surge

AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

Micron Lifts Capex Above $25 Billion After Record Quarter as AI Memory Shortage Deepens

Micron Posts Record Quarter, Lifts Outlook as Shares Fall on Higher Capex

ASML Wins Fresh Analyst Backing on Tight AI Chip Supply as 2026 Guidance Stays Measured

Broadcom Projects Strong Q1 AI Sales as VMware Shift Deepens Customer Lock-In

SanDisk Rides AI-Driven NAND Shortage as Reports Flag Sharp Enterprise SSD Price Increases

AI Spending Plans Rattle Markets as Alphabet and Amazon Map Record 2026 Capex

Broadcom Settles Fidelity Software Dispute as Analysts Boost AI Outlook

ASML Sets Records and Lifts 2026 Outlook on AI Tool Demand, Plans 1,700 Job Cuts

Micron Rides HBM Shortage to Fresh Highs as 2026 Capacity Sells Out

Analysts Double Down on Broadcom as AI Inference Buildout Gains Pace

Analysts Lift Micron Targets On Sold-Out 2026 HBM

TSMC Posts NT$1.046 Trillion Q4 on AI Boom, Beating Forecasts